Peloton Equity Llc
- Regulatory AUM
- $410M
- Discretionary
- $410M
- Clients
- 7
- Avg AUM / client
- $58.5M
- Accounts
- 7
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $410M | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $437M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Peloton Equity Ii, L.P. | Private Equity Fund | Delaware | $164M | 67 |
| Peloton Equity I, L.P. | Private Equity Fund | Delaware | $74.1M | 24 |
| Peloton Arcadia, Llc | Private Equity Fund | Delaware | $47.4M | 3 |
| Peloton Clearsky, Llc | Private Equity Fund | Delaware | $44.2M | 15 |
| Peloton Hpone, Llc | Private Equity Fund | Delaware | $39.5M | 4 |
| Peloton Aerosafe, Llc | Private Equity Fund | Delaware | $29.9M | 4 |
| Peloton Journey Health, Llc | Private Equity Fund | Delaware | $22.6M | 6 |
| Peloton Grenova, Llc | Private Equity Fund | Delaware | $12.4M | 3 |
| Peloton Id Experts, Llc | Private Equity Fund | Delaware | $2.3M | 4 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ferrer, Carlos, Antonio | Managing Member | Aug 2014 (12y) | 50% – 75% | |
| Lundberg, Theodore, Brewster | Managing Member | Aug 2014 (12y) | 50% – 75% | |
| Sansone, Nicole, Lourine | Chief Financial Officer | Aug 2014 (12y) | Less than 5% | |
| Taylor, Micah, Anthony | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $437M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Peloton Equity Ii, L.P. | Private Equity Fund | $164M | $5.0M | 67 |
| Peloton Equity I, L.P. | Private Equity Fund | $74.1M | $5.0M | 24 |
| Peloton Arcadia, Llc | Private Equity Fund | $47.4M | $300K | 3 |
| Peloton Clearsky, Llc | Private Equity Fund | $44.2M | $300K | 15 |
| Peloton Hpone, Llc | Private Equity Fund | $39.5M | $1.0M | 4 |
| Peloton Aerosafe, Llc | Private Equity Fund | $29.9M | $100K | 4 |
| Peloton Journey Health, Llc | Private Equity Fund | $22.6M | $100K | 6 |
| Peloton Grenova, Llc | Private Equity Fund | $12.4M | $1.0M | 3 |
| Peloton Id Experts, Llc | Private Equity Fund | $2.3M | $50.0K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 2.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗